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| Provider | Service type | Compensation |
|---|---|---|
DELOITTE & TOUCHE LLP5+ years Service code 10 · EIN 13-3891517 | Accounting | $136,806 |
Service code 37 · EIN 04-2647786 | Loan Processing | $119,658 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $50,721 |
Filed as: HOMES LOWRY HORN & JOHNSON LTD. Service code 10 · EIN 54-0975470 | Accounting | $15,817 |
STATE STREET GLOBAL ADVISORS2 years Filed as: STATE STREET BANK AND TRUST CO Service code 19 · EIN 04-1867445 | Securities Custodian | $10,623 |
EPLUS TECHNOLOGY INC4+ years Service code 49 · EIN 54-1904151 | Other Services | $8,265 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $135,088 | $105,247+28.4% | $87,100+55.1% | $77,787+73.7% |
| Participation rate | 97.2% | 85.8%+11.4pp | 76.9%+20.3pp | 73.2%+24.0pp |
| Annual return | 18.84% | 24.52%-5.7pp | 28.19%-9.3pp | 32.57%-13.7pp |
| Employer contribution / active EE | $0 | $2,895-100.0% | $2,521-100.0% | $2,504-100.0% |
| Participant deferral / active EE | $0 | $5,060-100.0% | $4,049-100.0% | $3,967-100.0% |
| Admin fee / account holder | $80 | $104-23.9% | $7,497-98.9% | $100-20.5% |